The Brands listing is created to identify the customer and what product/services they are offering. These brands will be available for selection when creating “Projects” transactions. Below are available actions for the user from “Brands” :
Create, edit and delete brand
Field Name |
Description |
Mandatory Information |
| Brand Name | Self-explanatory |
Y |
| Brand Code | Self-explanatory |
Y |
| Business Unit | Type of business unit / channel (Analytical Group) |
Y |
| Description | Description of the brand |
N |
Create New Brand:
1. Click “Create New” button at the right side of screen to create new brand
2. Fill up the information on right side of screen
3. Click “Save” button at the right side of screen to save
4. Click “Confirm Brand” button at the right side of screen to confirm the brand
Note: These brands will be available for selection when creating “Projects” transactions
Update Brand Details
1. Click on brand to be updated, it will bring up the selected brand details on the right side of the screen
2. Click “Save” button at the right side of the screen when done with the updates
3. Click “Revert” button at the right side of the screen to undo changes
Delete Brand
1. Click on brand to be deleted, it will bring up the selected brand details on the right side of the screen
2. Click on “Delete” button at the right side of screen
3. Click on “Yes” button on the pop-up window to confirm brand deletion